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Disclosery

VFMF VANGUARD WELLINGTON FD

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US MULTIFACTOR (fund)

95 managers (95 13F filers) reported a position in VFMF shares at 2026-03-31, 1,560,309 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
95
13F filers
95
New
19
Added
43
Reduced
16
Sold out
8
Shares held by filers
1,560,309

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ANDERSON HOAGLAND & CO307,946$47.8M4.11%+7,29213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding165,335$25.6M+20,291Timeline
Systelligence, LLC107,954$16.7M3.25%new13F-HRTimeline
Opus Capital Group, LLC106,039$16.4M1.77%+64413F-HRTimeline
LPL Financial LLC81,342$12.6M<0.01%+13,85213F-HRTimeline
Cambridge Investment Research Advisors,…77,198$12M0.03%+4,04913F-HRTimeline
UMB Bank, n.a.66,873$10.4M0.14%+11,87013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Storen Legacy Partners, LLC58,705$9.1M2.85%-142,82813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,666$8.63M<0.01%+11,12813F-HRTimelineGroup
Rooted Wealth Advisors, Inc.46,955$7.81M2.06%+10,50413F-HRTimeline
Geneos Wealth Management Inc.43,757$6.79M0.16%+1,11613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…39,930$6.19M0.9%+3,72313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,827$3.07M<0.01%+2,39613F-HRTimelineGroup
Partners in Financial Planning19,332$3M0.5%-31413F-HRTimeline
TFB Advisors LLC17,741$2.75M1.44%+2,76813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,653$2.58M<0.01%+5,83913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,559$2.57M<0.01%+70313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC15,936$2.47M0.33%-1,52513F-HRTimeline
Cedar Point Capital Partners, LLC15,495$2.4M1.56%+1,37913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC15,353$2.38M0.29%-27013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC14,977$2.32M1.01%+2,22013F-HRTimeline
MGO ONE SEVEN LLC14,570$2.26M0.05%new13F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.14,185$2.2M1.25%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,558$2.1M0.1%+1213F-HRTimeline
Onyx Bridge Wealth Group LLC12,345$1.91M0.21%+1513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,087$1.72M0.03%-41913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,295$1.44M<0.01%+513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,225$1.43M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC9,215$1.43M0.01%+1,31013F-HR/ATimeline
PERRYMAN FINANCIAL ADVISORY INC /AD9,145$1.42M0.21%+84313F-HR/ATimeline
FIRST MANHATTAN CO. LLC.8,339$1.29M<0.01%-6913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,093$1.26M0.02%+1,96713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,558$1.17M<0.01%-7913F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth7,533$1.17M0.01%+1,23513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.7,270$1.13M0.16%+1,95613F-HRTimeline
UBS Group AGin group UBS Group AG7,078$1.1M<0.01%-1,03913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,677$1.04M<0.01%+3,83113F-HRTimelineGroup
Seed Wealth Management, Inc.6,650$1.03M0.71%013F-HRTimeline
RHS Financial, LLC6,347$984K0.47%+66013F-HRTimeline
Clark Asset Management, LLC6,344$984K0.09%+613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,139$952K0.02%+2713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,715$731K<0.01%+8713F-HRTimeline
BridgePort Financial Solutions, LLC4,215$654K0.19%-16913F-HRTimeline
Physician Wealth Advisors, Inc.3,809$591K0.08%+113F-HRTimeline
ADVISORTRUST PARTNERS, LLC3,115$483K0.2%new13F-HRTimeline
Sanctuary Advisors, LLC3,025$469K<0.01%+5513F-HRTimeline
Capital Square, LLC2,420$403K0.19%new13F-HRTimeline
Meridian Wealth Management, LLC2,574$399K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC2,409$374K<0.01%-19013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,311$358K<0.01%+8313F-HRTimelineGroup
First Citizens Financial Corp2,227$345K0.16%013F-HRTimeline
Harbor Asset Planning, Inc.2,197$341K0.29%+57913F-HRTimeline
Dynamic Advisor Solutions LLC2,187$339K0.01%+20313F-HRTimeline
Mariner, LLCin group Mariner, LLC2,127$330K<0.01%new13F-HRTimelineGroup
Cassia Capital Partners, LLC2,108$327K0.17%-4213F-HRTimeline
CENTAURUS FINANCIAL, INC.2,093$325K0.02%-50813F-HRTimeline
COWA, LLC2,050$318K0.09%-4613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,941$301K0.05%+12313F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC1,812$281K0.02%+7513F-HRTimeline
TAGStone Capital, Inc.1,781$276K0.1%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,759$273K0.06%013F-HRTimeline
Modera Wealth Management, LLC1,721$267K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,588$246K0.01%-20013F-HR/ATimeline
World Investment Advisors1,526$237K<0.01%+113F-HRTimeline
Savvy Advisors, Inc.1,489$231K0.01%013F-HRTimeline
Coquina Private Wealth LLC1,404$218K0.18%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,379$214K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.1,338$208K0.01%-2413F-HRTimelineGroup
Parkside Financial Bank & Trust1,272$197K0.02%013F-HRTimeline
LRI Investments, LLC1,215$188K0.02%+9213F-HRTimeline
TFC Financial Management, Inc.979$152K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.840$130K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…518$80.3K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC500$77.5K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…438$68.5K<0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC346$53.7K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.339$52.6K<0.01%013F-HRTimeline
Tidemark, LLC321$49.8K0.01%+3213F-HRTimeline
PRIVATE TRUST CO NA300$46.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO282$43K<0.01%new13F-HR/ATimelineGroup
JNBA Financial Advisors232$35.9K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…215$33.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc213$33K0.01%+113F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC185$28.7K<0.01%13F-HRTimelineGroup
Abound Wealth Management141$21.8K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY125$19.4K<0.01%+11713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/102$15.8K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC94$14.6K0.02%013F-HRTimeline
McIlrath & Eck, LLC50$7.75K<0.01%-15113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19$2.95K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC12$1.86K<0.01%new13F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…11$1.73K<0.01%+213F-HRTimeline
Central Pacific Bank - Trust Division11$1.71K<0.01%new13F-HRTimeline
Basepoint Wealth LLC2$310<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$103<0.01%013F-HR/ATimelineGroup